Power up Pipedrive with a document generation and eSigning functionality that can manage the entire sales cycle in a single tool.

- Build proposals and contracts from Pipedrive deals. Customize new documents in minutes with templates and a dedicated content library.

- Send documents for eSignature from within Pipedrive. No need to buy and connect a separate eSignature tool as every PandaDoc subscription includes legally-binding eSignatures.

- Create interactive quotes with pre-populated data from your Pipedrive records. Enable online payments to collect credit card, PayPal, or ACH payments right from the documents you send.

- Add CRM details to documents on the fly. Save time with PandaDoc variables: Add contact, opportunity, pricing and product data to your docs automatically.

- Track document statuses without leaving Pipedrive. Choose the perfect time to follow up with document analytics that shows how your customers interacted with each document.

It’s fast and easy to get started, no coding required. Try it free at www.pandadoc.com/integrations/pipedrive.

Manage contracts

Other use cases

PandaDoc Proposals & eSignatures

Reportei is an advanced digital marketing reporting and dashboard tool designed to empower marketing professionals with accurate and actionable insights. With a focus on optimizing paid traffic and exploiting the power of social media, Reportei simplifies the process of data collection, analysis, and presentation, streamlining workflows that were once manual and time-consuming.

Generate professional reports in just 3 seconds! Stop wasting time with manual tasks, increase your customer base, and improve the quality of your service. Our multi-channel integration helps you to have an efficient data collection aggregating data in real-time, so you can stay up-to-date with your metrics.

Easy to use and with customizable Reports and Dashboards, enhancing your analysis and with a streamlined collaboration your marketing teams and decision-makers will get along and participate to have understandable information.

This way you'll stay ahead of your competitors having fast data-driven strategies and well informed decisions.

Reportei

A powerful and user-friendly sales and revenue analytics tool for teams looking to take control of their sales and revenue forecasts.

**More than 150 sales, activity, and revenue KPIs for Pipedrive**

Set up [sales and revenue dashboards for Pipedrive](https://www.dearlucy.co/pipedrive?utm_medium=marketplace&utm_source=pipedrive) with our gallery of tried and tested sales, activity and revenue metrics and KPIs. Complement with custom fields and add filtering to compare metrics by sales rep, team, product, or segment.

**Report Recurring Revenue (ARR/MRR) from Pipedrive**

Monitor recurring revenue or subscription revenue from Pipedrive. Visually track key ARR/MRR metrics:
- ARR/MRR growth monthly, year-to-year, month-to-month
- Monitor yearly/quarterly/monthly/weekly ARR development
- MRR base, gained MRR, lost MRR
- Churn rate %

**Monitor sales activities, forecasts and pipeline development over time**

Visualize sales pipeline progress over time and monitor sales performance against targets across the entire business (business areas, teams, reps). Several forecasting models give you a sense of where you can expect to land by the end of the month, quarter or year.

**Targets for quota and other key metrics**

Define monthly, quarterly, or yearly targets for individual sales reps, teams, or the entire company and visually monitor performance against targets.

**Complement with data from HubSpot, Salesforce, Google Analytics, or LinkedIn.**

Automate my pipeline and data

Sales Dashboards & Analytics by Dear Lucy

Qwilr for Pipedrive helps automate sales content, get deals signed and paid faster. Create beautiful, personalized proposals, quotes, pitch decks, customer onboarding docs and more with the click of a button in Pipedrive. Track what buyers care about and create sales experiences that wow and drive revenue.

**Electronic signatures + payment options**

Add legally-binding electronic signature fields to proposals for faster approval. Let buyers accept and pay on the spot with the options embedded in the document.

**Page tokens to personalize every document**

Qwilr can pull custom and standard fields from Deals, Organisations (Contacts), People (Contacts) and Leads.

**Engage and upsell buyers with pricing**

Qwilr content is all built on the web, engaging buyers with interactivity and the ability to upsell with extra products or services using our interactive quote and pricing feature.

**Template library**

Shorten the time it takes to create sales material with ready-made templates sales reps can generate instantly from Pipedrive.

**Track document status and expiry**

Never leave Pipedrive with Qwilr document status, links and expiry syncing directly to your Pipedrive records.

Qwilr

Connect your Pipedrive to receive all tl;dv recordings with external participants automatically in the right Pipedrive contact. The tl;dv - Pipedrive integration enables you to:

- Automatically link your tl;dv recordings and notes to an existing contact as a “Note”
- Automatically link your tl;dv recordings and notes to your pipedrive activities as a “Meeting” linked to a contact.
- Create a new contact whenever there is no record of that contact yet

Note: Please note that if your google contact doesn't have the name we will automatically give them a name based on the email

Manage my accounts

tl;dv

>All our plans include **every feature we offer** - plus **unlimited matching and merging, unlimited integrations**, and **no per-user fees**.

You have more duplicates than you think and it's screwing up your data, reporting, analytics, sales and marketing. With Dedupely you won't have duplicates anymore and if you set up automatic deduping you won't have them in the future either.

Luckily, developing our match and merge (deduplication) algorithm is literally what we do all day 🙂

**Core:**  
✔ Unlimited matching and merging  
✔ Unlimited integrations  
✔ Unlimited support  

**Features:**  
✔ Deduplicate contacts, organizations, leads and deals  
✔ Merge duplicates in bulk, custom, one-by-one, automatic  
✔ Simultaneous cross-merge between Pipedrive, Salesforce, Mailchimp and HubSpot  
✔ Dedupe CSVs    
✔ Match and merge by any native or custom fields  
✔ Ignore common terms

**CSV:**   
Dedupe all your imports before uploading new data into Pipedrive.

**Bulk merge 1000s of duplicates in minutes:**     
Bulk-merging is by far the quickest way to rid your Pipedrive database of duplicates. You decide how simple or intricate to set merge rules, giving you full control over what gets merged and what doesn't.

[Website](https://dedupe.ly/) - [Pricing info](https://dedupe.ly/pricing/) - [Email Support](mailto:help@dedupe.ly) - [Chat Support](https://dedupe.ly/#)

Dedupely

# Pipelook: your Pipedrive CRM meets your Outlook mailbox

> No more endless back-and-forth switching between your CRM and your inbox!

Our Outlook add-in lets you connect your Pipedrive account to your mailbox. When reading an e-mail, you will be able to open a sidepanel connected to your CRM.

## Main features

### Automatic contact lookup

When opening the sidepanel, we search your CRM contacts for matching persons. If someone is found, we'll show you the associated data; otherwise, you can add a new person to Pipedrive in one click.

### Manage deals

You can view the deals associated with the sender of the mail, right from the sidepanel. A simple form can be used to setup a new deal.

### Schedule activities

Someone's inviting you to lunch in an e-mail? Simply open the sidepanel and schedule the upcoming activity. It'll land instantly in your CRM. Of course, we also show you the list of related activities.

### Multi-platform compatibility

Our add-in is designed so it can bring your CRM to your mailbox, no matter your work environment. We currently support Outlook for Windows, Outlook for macOS and Outlook on the web.

### Requirements

A recent version of Outlook is required for Pipelook to work. Legacy Office versions relying on IE11 or EdgeHTML webviews are not supported. For more about which webview is in view, read [this article from the Office documentation](https://learn.microsoft.com/en-us/office/dev/add-ins/concepts/browsers-used-by-office-web-add-ins).

Outlook connector — Pipelook

**Principais características**

• Ao aprovar um template de Whatsapp, você pode enviar mensagens via Whatsapp para fazer follow-ups com seus leads, agendar reuniões, fazer submissão de contratos pós-negociação e muitos outros usos;

• O aplicativo integra-se ao ZenAPI para envio de notificações e mensagens pelo canal Whatsapp (https://zenapi.zenvia.com/);

• Para utilizar as funções do app via canal WhatsApp, será necessário configurar a integração dos dados ** Token ** e ** SenderID **, obtidos diretamente com a equipe do Zenvia Business.
Se você ainda não é cliente, preencha o formulário contido neste link para receber um contato de nossa equipe: https://www.zenvia.com/checkout/partner/pipedrive.

Nurture my leads

Communicate with leads

Zenvia - Notificações Whatsapp

Pulling data out of Pipedrive for further analysis? Hitting reporting limitations or the inability to blend Pipedrive data with data coming from other business systems? Unable to share Pipedrive reports with colleagues that don’t have access?

We’ve been there. Streamline reporting, analysis, and visibility by syncing Google Sheets or Excel with your live Pipedrive data. Integrating Google Sheets or Excel with Pipedrive allows you to go far beyond manual spreadsheet imports. Automate operational reports, trigger custom alerts, and more.

Sales operators use Coefficient to increase productivity and enable better reporting. Using the Coefficient UI, teams can build unlimited custom reports and blend data with other business systems – such as a data warehouse, payment system, or analytics platform – without ever leaving your spreadsheet.

Custom Report Builder
Keep your spreadsheets performant and clean by creating imports with only the data you need. As you need more, simply add new fields to your import.

Automated Data Updates
Say goodbye to stale data. Select the frequency that you’d like to see fresh Pipedrive data in your spreadsheet and we’ve got you covered.

Custom Notifications
Automatically notify your team on an immediate, daily, or weekly basis depending on your use case. Want to trigger closed won deals into Slack? Want to trigger an email alert when an opportunity hasn’t been touched recently? The sky’s the limit.

Coefficient

Export data into Google Sheets and data warehouses in a few clicks.

Forget copy/paste and csv hell. Build the reports and dashboards you want in the fastest and most flexible way.

Using Conduit you can automatically import all of your data into one place in Google Sheets. You can build custom dashboards and reports, query, join, sync, and manipulate your data. 

- Farewell to manual exports and welcome to real-time data refresh without the need for coding. 
- Never Build the Same Report Twice. Free from the tedious task of copying and pasting data repeatedly.
- Make Data Actionable. by keeping the team informed with Slack and email notifications.



**Features:**

🔹 1-Click Connections 

🔹Customizable Imports 

🔹Auto-Refreshes 

🔹Alerting

🔹Pre-Built Dashboards

🔹Cloud Joins and Pivot Tables


Use Conduit to export your data from than 500+ apps including:

✅ Marketing

✅ E-commerce

✅ CRM, Customer Support, Customer Service, Customer Success, RevOps

✅ Productivity, project management

✅ Accounting, Tax, Finance Ops

✅ Developer and Design tools, DevOps, REST API

Qualify my leads

Conduit - Data Connector for Sheets

Use this integration to move your contact and organisation information from Pipedrive to Bexio, or Bexio to Pipedrive, in one click. 

- Bulk import Bexio contacts and organisations to Pipedrive or vice versa
- Contact name, email and phone is transferred
- Organisation name, email, phone number and address is transferred

*Please note that other contact/organisation fields and custom fields are not transferred. Contacts and organisation links will also not be transferred.*


**Looking for more?**
At what., we can develop custom Pipedrive integrations to help improve your experience and usability with Pipedrive. We also offer Pipedrive consulting services, if you want to get even more out of your Pipedrive experience. Please get in touch for more information at pipedrive.bexio@what.digital

Bexio Pipedrive Data Transfer App

When you connect to Pipedrive, you’ll unlock all of your people, organization, deal, and activity data. Craft highly personalized and relevant messages across the customer journey, build reports and dashboards, score leads, and automate repetitive tasks like round-robin lead assignments. 

With Ortto and Pipedrive you can do things like:

- **Sync your data** to bring your Pipedrive records into your Ortto CDP, and vice versa.
- **Activate your data** to create audiences, personalize messages, and report on key metrics
- **Dynamically maintain audiences** in your ad platforms to improve paid performance 
- **Score leads** using all your demographic, firmographic, and behavioral data
- **Automate round-robin lead assignments** using our intuitive, visual journey builder
- **Notify teams** when leads are assigned or changed with automated Slack and email messages
- **Automate initial outreach** with journeys based on new records to save your sales team valuable time
- **Build reports and dashboards** to track the performance of your journeys

Connect your favorite tools or easily find new ones

Other use cases

Can't find the app you need?